See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,249 | $53,053+171.9% | $126,539+14.0% | $74,304+94.1% |
| Participation rate | 15.4% | 48.0%-32.7pp | 69.8%-54.5pp | 60.3%-45.0pp |
| Annual return | 12.41% | 29.46%-17.1pp | 425.95%-413.5pp | 29.43%-17.0pp |
| Employer contribution / active EE | $689 | $1,168-41.0% | $3,674-81.2% | $2,241-69.3% |
| Participant deferral / active EE | $1,252 | $2,303-45.6% | $4,083-69.3% | $3,767-66.8% |
| Admin fee / account holder | $1,562 | $3,698-57.8% | $6,065-74.2% | $2,969-47.4% |